GTFPA December General Meeting

Posted on : 05-12-2011 | By : BentleyGSA | In : Events

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Host: Graduate Taxation and Financial Planning Association

 

Date: Wednesday, December 07, 2011

 

Time: 7:30  PM – 9:00 PM

 

Location: LaCava 325A Conference Room

 

7:30pm – 7:45pm, Home-made dinner

7:45pm – 8:00pm, GTFPA Semester Review

8:00pm – 8:45pm, Presentation by Mr. Baldwin (Pillar Financial Advisors)

8:45pm – 9:00pm, Questions and Wrap Up

Mr. William Baldwin has over 25 years’ experience in wealth management at Pillar Financial Advisors. You will learn from him:

1. Why did you choose a career in Financial Planning?

2. How did your career start and then develop?

3. What have been a couple of your greatest challenges throughout your career, and how have you overcome them? Tell us a “war” story – who was your most memorable client and why?

4. Words of wisdom: You are obviously successful.  What would you say are the three keys to your success?

And bring your own questions!

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